$637 Million is the total value of ATWOOD & PALMER INC's 320 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IFV | Buy | FIRST TR EXCHANGE TRADED FDdorsey wright | $44,363,000 | +91.1% | 2,258,821 | +86.0% | 6.96% | +87.6% |
| CDW | Buy | CDW CORP | $28,445,000 | +9.5% | 454,908 | +1.1% | 4.46% | +7.5% |
| LMT | Sell | LOCKHEED MARTIN CORP | $23,717,000 | +3.6% | 85,434 | -0.1% | 3.72% | +1.7% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $23,395,000 | +7.1% | 187,352 | +3.1% | 3.67% | +5.1% |
| CSCO | Sell | CISCO SYS INC | $23,133,000 | -7.5% | 739,076 | -0.1% | 3.63% | -9.2% |
| NXPI | Sell | NXP SEMICONDUCTORS N V | $22,307,000 | -20.7% | 203,810 | -25.0% | 3.50% | -22.1% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $22,256,000 | +8.2% | 183,254 | +0.2% | 3.49% | +6.2% |
| CELG | Buy | CELGENE CORP | $21,710,000 | +8.2% | 167,170 | +3.7% | 3.41% | +6.2% |
| INTC | Sell | INTEL CORP | $19,972,000 | -6.8% | 591,951 | -0.4% | 3.13% | -8.6% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $19,728,000 | +13.8% | 113,077 | +0.2% | 3.10% | +11.7% |
| BSWN | Buy | UBS AG LONDON BRH | $19,245,000 | -6.6% | 926,595 | +2.9% | 3.02% | -8.4% |
| 3106PS | Buy | DELPHI AUTOMOTIVE PLC | $18,182,000 | +10.3% | 207,435 | +1.2% | 2.85% | +8.2% |
| AMP | Buy | AMERIPRISE FINL INC | $18,121,000 | -0.2% | 142,361 | +1.7% | 2.84% | -2.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $18,119,000 | +9.9% | 19,938 | +0.3% | 2.84% | +7.9% |
| FITB | Buy | FIFTH THIRD BANCORP | $17,580,000 | +2.2% | 677,190 | +0.0% | 2.76% | +0.3% |
| AAPL | Buy | APPLE INC | $17,250,000 | +1.4% | 119,778 | +1.1% | 2.71% | -0.5% |
| EBIX | Buy | EBIX INC | $16,678,000 | -9.0% | 309,431 | +3.5% | 2.62% | -10.7% |
| CVS | Buy | CVS HEALTH CORP | $16,282,000 | +6.6% | 202,360 | +4.0% | 2.55% | +4.6% |
| GILD | Buy | GILEAD SCIENCES INC | $16,247,000 | +5.8% | 229,542 | +1.5% | 2.55% | +3.8% |
| VRP | Buy | POWERSHARES ETF TR IIvar rate pfd por | $14,180,000 | +6.5% | 542,034 | +3.6% | 2.22% | +4.6% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $12,543,000 | -3.2% | 1,048,768 | +2.9% | 1.97% | -4.9% |
| BSJI | Sell | CLAYMORE EXCHANGE TRD FD TRgug blt2018 hy | $11,095,000 | -0.5% | 436,992 | -0.7% | 1.74% | -2.3% |
| BDX | Sell | BECTON DICKINSON & CO | $10,217,000 | +5.8% | 52,364 | -0.5% | 1.60% | +3.9% |
| LKQ | Buy | LKQ CORP | $9,540,000 | +17.2% | 289,530 | +4.1% | 1.50% | +15.1% |
| BSCI | Sell | CLAYMORE EXCHANGE TRD FD TRgug bull2018 e | $9,516,000 | -0.1% | 447,808 | -0.2% | 1.49% | -2.0% |
| BSCJ | Buy | CLAYMORE EXCHANGE TRD FD TRgug bull2019 e | $8,151,000 | +1.2% | 383,419 | +1.1% | 1.28% | -0.6% |
| BSJJ | Buy | CLAYMORE EXCHANGE TRD FD TRgug bul 2019 hy | $8,103,000 | +1.5% | 328,602 | +0.8% | 1.27% | -0.5% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $7,654,000 | +10.8% | 8,233 | +1.0% | 1.20% | +8.8% |
| BSCK | Buy | CLAYMORE EXCHANGE TRD FD TRgug bull2020 e | $6,256,000 | +2.4% | 291,226 | +2.0% | 0.98% | +0.5% |
| URI | New | UNITED RENTALS INC | $6,195,000 | – | 54,960 | +100.0% | 0.97% | – |
| BSJK | Buy | CLAYMORE EXCHANGE TRD FD TRgug bul 2020 hy | $5,738,000 | +3.6% | 230,892 | +2.7% | 0.90% | +1.6% |
| UNM | New | UNUM GROUP | $5,538,000 | – | 118,765 | +100.0% | 0.87% | – |
| ON | New | ON SEMICONDUCTOR CORP | $5,226,000 | – | 372,200 | +100.0% | 0.82% | – |
| JKHY | Sell | HENRY JACK & ASSOC INC | $5,038,000 | +11.2% | 48,506 | -0.3% | 0.79% | +9.1% |
| KMB | KIMBERLY CLARK CORP | $4,942,000 | -1.9% | 38,275 | 0.0% | 0.78% | -3.7% | |
| BSJH | Sell | CLAYMORE EXCHANGE TRD FD TRgug blt2017 hy | $4,708,000 | -44.5% | 183,048 | -44.6% | 0.74% | -45.5% |
| HIW | Sell | HIGHWOODS PPTYS INC | $4,397,000 | +0.6% | 86,711 | -2.5% | 0.69% | -1.3% |
| JNJ | Buy | JOHNSON & JOHNSON | $4,058,000 | +9.9% | 30,674 | +3.5% | 0.64% | +8.0% |
| XOM | Buy | EXXON MOBIL CORP | $3,928,000 | +1.3% | 48,650 | +2.9% | 0.62% | -0.6% |
| GSY | Buy | CLAYMORE EXCHANGE TRD FD TRgugg ultr sh dur | $3,819,000 | +13.8% | 75,930 | +13.7% | 0.60% | +11.8% |
| CL | Buy | COLGATE PALMOLIVE CO | $3,069,000 | +6.4% | 41,400 | +5.1% | 0.48% | +4.3% |
| HD | Buy | HOME DEPOT INC | $2,845,000 | +4.7% | 18,549 | +0.2% | 0.45% | +2.8% |
| FV | Buy | FIRST TR EXCHANGE TRADED FDdorsey wrt 5 etf | $2,826,000 | +7.0% | 113,818 | +3.6% | 0.44% | +5.0% |
| USB | Buy | US BANCORP DEL | $2,320,000 | +7.4% | 44,683 | +6.5% | 0.36% | +5.5% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,234,000 | +0.9% | 25,636 | +4.1% | 0.35% | -1.1% |
| BSCH | Sell | CLAYMORE EXCHANGE TRD FD TRgugg crp bd 2017 | $2,155,000 | -69.1% | 95,330 | -69.1% | 0.34% | -69.7% |
| FDN | Buy | FIRST TR EXCHANGE TRADED FDdj internt idx | $2,074,000 | +12.9% | 21,895 | +5.0% | 0.32% | +10.5% |
| QTEC | Buy | FIRST TR NASDAQ100 TECH INDE | $1,980,000 | +8.4% | 31,740 | +4.5% | 0.31% | +6.5% |
| AMGN | AMGEN INC | $1,926,000 | +5.0% | 11,181 | 0.0% | 0.30% | +3.1% | |
| IGSB | Sell | ISHARES TR1-3 yr cr bd etf | $1,872,000 | -3.4% | 17,780 | -3.4% | 0.29% | -5.2% |
| FXR | Buy | FIRST TR EXCHANGE TRADED FDindls prod dur | $1,860,000 | +8.2% | 52,595 | +5.0% | 0.29% | +6.2% |
| SPSB | Sell | SPDR SERIES TRUSTblomberg brc srt | $1,828,000 | -4.1% | 59,675 | -4.2% | 0.29% | -5.9% |
| FTXO | Buy | FIRST TR EXCHANGE TRADED FDnasdaq bk etf | $1,797,000 | +7.3% | 67,975 | +5.5% | 0.28% | +5.2% |
| FXU | Buy | FIRST TR EXCHANGE TRADED FDutilities alph | $1,779,000 | +4.2% | 65,495 | +5.1% | 0.28% | +2.2% |
| SPY | SPDR S&P 500 ETF TRtr unit | $1,637,000 | +2.6% | 6,772 | 0.0% | 0.26% | +0.8% | |
| WFC | Buy | WELLS FARGO CO NEW | $1,601,000 | +25.7% | 28,894 | +26.2% | 0.25% | +23.0% |
| PEP | Buy | PEPSICO INC | $1,476,000 | +8.8% | 12,780 | +5.4% | 0.23% | +6.9% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,414,000 | -1.3% | 13,799 | -1.4% | 0.22% | -3.1% |
| UTX | Buy | UNITED TECHNOLOGIES CORP | $1,388,000 | +22.9% | 11,365 | +12.9% | 0.22% | +21.1% |
| MO | Buy | ALTRIA GROUP INC | $1,370,000 | +7.2% | 18,400 | +2.8% | 0.22% | +5.4% |
| BSCL | Buy | CLAYMORE EXCHANGE TRD FD TRgugg bulsh 2021 | $1,357,000 | +9.1% | 63,725 | +8.3% | 0.21% | +7.0% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,348,000 | +5.1% | 8,760 | +19.0% | 0.21% | +2.9% |
| PM | Buy | PHILIP MORRIS INTL INC | $1,315,000 | +8.9% | 11,200 | +4.7% | 0.21% | +6.7% |
| CBSH | Sell | COMMERCE BANCSHARES INC | $1,048,000 | -6.5% | 18,437 | -7.6% | 0.16% | -8.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $931,000 | +49.9% | 10,191 | +44.2% | 0.15% | +47.5% |
| DFS | DISCOVER FINL SVCS | $843,000 | -9.1% | 13,550 | 0.0% | 0.13% | -10.8% | |
| BSJL | Buy | CLAYMORE EXCHANGE TRD FD TR2021 hg yld cb | $777,000 | +1.8% | 30,875 | +1.1% | 0.12% | 0.0% |
| GE | Sell | GENERAL ELECTRIC CO | $771,000 | -94.5% | 28,530 | -94.0% | 0.12% | -94.6% |
| NEE | Buy | NEXTERA ENERGY INC | $758,000 | +25.5% | 5,409 | +14.9% | 0.12% | +22.7% |
| STPZ | Sell | PIMCO ETF TR1-5 us tip idx | $745,000 | -8.3% | 14,275 | -7.2% | 0.12% | -10.0% |
| BMY | Sell | BRISTOL MYERS SQUIBB CO | $745,000 | +0.9% | 13,370 | -1.5% | 0.12% | -0.8% |
| PAYX | Sell | PAYCHEX INC | $734,000 | -6.3% | 12,887 | -3.0% | 0.12% | -8.0% |
| CERN | Buy | CERNER CORP | $731,000 | +16.0% | 11,001 | +2.8% | 0.12% | +13.9% |
| PFE | Sell | PFIZER INC | $721,000 | -3.9% | 21,470 | -2.1% | 0.11% | -5.8% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $716,000 | +1.7% | 4,226 | 0.0% | 0.11% | -0.9% | |
| ORCL | Buy | ORACLE CORP | $702,000 | +21.0% | 14,005 | +7.7% | 0.11% | +18.3% |
| LYB | Sell | LYONDELLBASELL INDUSTRIES N | $683,000 | -96.2% | 8,099 | -95.9% | 0.11% | -96.3% |
| OPK | OPKO HEALTH INC | $658,000 | -17.8% | 100,000 | 0.0% | 0.10% | -19.5% | |
| KO | Buy | COCA COLA CO | $613,000 | +23.1% | 13,676 | +16.6% | 0.10% | +20.0% |
| CVX | CHEVRON CORP NEW | $600,000 | -2.8% | 5,750 | 0.0% | 0.09% | -5.1% | |
| UMBF | Buy | UMB FINL CORP | $580,000 | +2130.8% | 7,750 | +2114.3% | 0.09% | +2175.0% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $503,000 | +398.0% | 3,527 | +385.1% | 0.08% | +393.8% |
| MSFT | Buy | MICROSOFT CORP | $488,000 | +28.1% | 7,081 | +22.5% | 0.08% | +26.2% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $466,000 | -10.9% | 3,743 | -13.2% | 0.07% | -13.1% |
| SRE | SEMPRA ENERGY | $451,000 | +2.0% | 4,000 | 0.0% | 0.07% | 0.0% | |
| FB | FACEBOOK INCcl a | $448,000 | +6.2% | 2,968 | 0.0% | 0.07% | +4.5% | |
| EPC | EDGEWELL PERS CARE CO | $437,000 | +3.8% | 5,750 | 0.0% | 0.07% | +3.0% | |
| VNQ | Buy | VANGUARD INDEX FDSreit etf | $441,000 | +5412.5% | 5,300 | +5200.0% | 0.07% | +6800.0% |
| MRK | Buy | MERCK & CO INC | $425,000 | +13.9% | 6,624 | +12.8% | 0.07% | +11.7% |
| MCD | MCDONALDS CORP | $418,000 | +18.1% | 2,729 | 0.0% | 0.07% | +15.8% | |
| AMZN | AMAZON COM INC | $417,000 | +9.2% | 431 | 0.0% | 0.06% | +6.6% | |
| IWM | Sell | ISHARES TRrussell 2000 etf | $413,000 | -27.3% | 2,929 | -29.1% | 0.06% | -28.6% |
| AEP | Sell | AMERICAN ELEC PWR INC | $403,000 | -3.4% | 5,800 | -6.7% | 0.06% | -6.0% |
| WBA | WALGREENS BOOTS ALLIANCE INC | $392,000 | -5.5% | 5,000 | 0.0% | 0.06% | -7.6% | |
| PACW | Sell | PACWEST BANCORP DEL | $362,000 | -17.5% | 7,750 | -6.1% | 0.06% | -18.6% |
| PH | PARKER HANNIFIN CORP | $360,000 | -0.3% | 2,250 | 0.0% | 0.06% | -3.4% | |
| FBHS | FORTUNE BRANDS HOME & SEC IN | $352,000 | +7.0% | 5,400 | 0.0% | 0.06% | +3.8% | |
| ABBV | Buy | ABBVIE INC | $344,000 | +145.7% | 4,750 | +120.9% | 0.05% | +145.5% |
| BP | Buy | BP PLCsponsored adr | $341,000 | +43.9% | 9,830 | +42.9% | 0.05% | +39.5% |
| DOW | DOW CHEM CO | $334,000 | -0.9% | 5,300 | 0.0% | 0.05% | -3.7% | |
| BAC | Buy | BANK AMER CORP | $327,000 | +5.8% | 13,482 | +3.1% | 0.05% | +4.1% |
| UNP | Buy | UNION PAC CORP | $328,000 | +221.6% | 3,012 | +213.1% | 0.05% | +218.8% |
| IEF | ISHARES TR7-10yr tr bd etf | $320,000 | +0.9% | 3,000 | 0.0% | 0.05% | -2.0% | |
| MDT | MEDTRONIC PLC | $311,000 | +10.3% | 3,500 | 0.0% | 0.05% | +8.9% | |
| EMR | EMERSON ELEC CO | $303,000 | -0.3% | 5,075 | 0.0% | 0.05% | -2.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $303,000 | -1.9% | 11,200 | 0.0% | 0.05% | -2.0% | |
| HON | Buy | HONEYWELL INTL INC | $307,000 | +9.3% | 2,300 | +2.2% | 0.05% | +6.7% |
| ALL | ALLSTATE CORP | $296,000 | +8.4% | 3,350 | 0.0% | 0.05% | +4.5% | |
| CAT | Buy | CATERPILLAR INC DEL | $294,000 | +17.6% | 2,740 | +1.5% | 0.05% | +15.0% |
| ABT | Buy | ABBOTT LABS | $280,000 | +93.1% | 5,770 | +76.5% | 0.04% | +91.3% |
| DE | DEERE & CO | $278,000 | +13.5% | 2,250 | 0.0% | 0.04% | +12.8% | |
| RF | REGIONS FINL CORP NEW | $271,000 | +0.7% | 18,500 | 0.0% | 0.04% | 0.0% | |
| QCOM | QUALCOMM INC | $265,000 | -3.6% | 4,800 | 0.0% | 0.04% | -4.5% | |
| MMM | 3M CO | $259,000 | +8.8% | 1,246 | 0.0% | 0.04% | +7.9% | |
| ENR | ENERGIZER HLDGS INC NEW | $259,000 | -13.7% | 5,387 | 0.0% | 0.04% | -14.6% | |
| RTN | RAYTHEON CO | $242,000 | +5.7% | 1,500 | 0.0% | 0.04% | +2.7% | |
| PHG | KONINKLIJKE PHILIPS N Vny reg sh new | $233,000 | +11.5% | 6,516 | 0.0% | 0.04% | +12.1% | |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $230,000 | – | 1,700 | +100.0% | 0.04% | – |
| CHKP | CHECK POINT SOFTWARE TECH LTord | $232,000 | +6.4% | 2,126 | 0.0% | 0.04% | +2.9% | |
| ABB | ABB LTDsponsored adr | $224,000 | +6.2% | 9,000 | 0.0% | 0.04% | +2.9% | |
| KMI | Buy | KINDER MORGAN INC DEL | $222,000 | +335.3% | 11,611 | +391.8% | 0.04% | +337.5% |
| NVO | Sell | NOVO-NORDISK A Sadr | $217,000 | -83.1% | 5,050 | -86.5% | 0.03% | -83.4% |
| DIS | Buy | DISNEY WALT CO | $211,000 | -5.0% | 1,987 | +1.3% | 0.03% | -5.7% |
| WY | WEYERHAEUSER CO | $211,000 | -1.4% | 6,296 | 0.0% | 0.03% | -2.9% | |
| GD | New | GENERAL DYNAMICS CORP | $198,000 | – | 1,000 | +100.0% | 0.03% | – |
| PX | PRAXAIR INC | $199,000 | +11.8% | 1,500 | 0.0% | 0.03% | +10.7% | |
| BIIB | BIOGEN INC | $190,000 | -0.5% | 700 | 0.0% | 0.03% | -3.2% | |
| CMCSA | COMCAST CORP NEWcl a | $192,000 | +3.8% | 4,928 | 0.0% | 0.03% | 0.0% | |
| TJX | TJX COS INC NEW | $191,000 | -9.0% | 2,650 | 0.0% | 0.03% | -11.8% | |
| HYH | HALYARD HEALTH INC | $192,000 | +3.2% | 4,881 | 0.0% | 0.03% | 0.0% | |
| MNR | MONMOUTH REAL ESTATE INVT COcl a | $192,000 | +5.5% | 12,780 | 0.0% | 0.03% | +3.4% | |
| GIS | GENERAL MLS INC | $174,000 | -5.9% | 3,136 | 0.0% | 0.03% | -10.0% | |
| MCK | New | MCKESSON CORP | $165,000 | – | 1,000 | +100.0% | 0.03% | – |
| IVV | ISHARES TRcore s&p500 etf | $158,000 | +2.6% | 651 | 0.0% | 0.02% | 0.0% | |
| GLD | SPDR GOLD TRUST | $161,000 | -0.6% | 1,366 | 0.0% | 0.02% | -3.8% | |
| CFFN | CAPITOL FED FINL INC | $160,000 | -3.0% | 11,263 | 0.0% | 0.02% | -3.8% | |
| ANET | ARISTA NETWORKS INC | $150,000 | +13.6% | 1,000 | 0.0% | 0.02% | +14.3% | |
| RSP | Sell | RYDEX ETF TRUSTgug s&p500 eq wt | $154,000 | -0.6% | 1,660 | -2.9% | 0.02% | -4.0% |
| SAIA | Sell | SAIA INC | $154,000 | -38.6% | 3,000 | -47.1% | 0.02% | -40.0% |
| LH | LABORATORY CORP AMER HLDGS | $154,000 | +7.7% | 1,000 | 0.0% | 0.02% | +4.3% | |
| ED | CONSOLIDATED EDISON INC | $147,000 | +4.3% | 1,813 | 0.0% | 0.02% | 0.0% | |
| DVY | ISHARES TRselect divid etf | $142,000 | +1.4% | 1,539 | 0.0% | 0.02% | 0.0% | |
| ECL | Buy | ECOLAB INC | $118,000 | +8.3% | 892 | +2.9% | 0.02% | +11.8% |
| VZ | VERIZON COMMUNICATIONS INC | $119,000 | -8.5% | 2,667 | 0.0% | 0.02% | -9.5% | |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $114,000 | -7.3% | 1,600 | 0.0% | 0.02% | -10.0% | |
| HRB | Sell | BLOCK H & R INC | $113,000 | +17.7% | 3,650 | -12.0% | 0.02% | +20.0% |
| ENB | ENBRIDGE INC | $108,000 | -5.3% | 2,721 | 0.0% | 0.02% | -5.6% | |
| AGG | ISHARES TRcore us aggbd et | $106,000 | +1.0% | 969 | 0.0% | 0.02% | 0.0% | |
| ET | ENERGY TRANSFER EQUITY L P | $111,000 | -9.0% | 6,200 | 0.0% | 0.02% | -15.0% | |
| IDV | New | ISHARES TRintl sel div etf | $111,000 | – | 3,400 | +100.0% | 0.02% | – |
| NOC | NORTHROP GRUMMAN CORP | $103,000 | +8.4% | 400 | 0.0% | 0.02% | +6.7% | |
| D | DOMINION ENERGY INC | $105,000 | -0.9% | 1,367 | 0.0% | 0.02% | -5.9% | |
| CORR | New | CORENERGY INFRASTRUCTURE TR | $101,000 | – | 3,000 | +100.0% | 0.02% | – |
| AFL | Buy | AFLAC INC | $102,000 | +343.5% | 1,312 | +320.5% | 0.02% | +300.0% |
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $96,000 | – | 700 | +100.0% | 0.02% | – |
| COST | Buy | COSTCO WHSL CORP NEW | $93,000 | +9.4% | 583 | +14.8% | 0.02% | +7.1% |
| TIP | ISHARES TRtips bd etf | $87,000 | -1.1% | 770 | 0.0% | 0.01% | 0.0% | |
| EMN | EASTMAN CHEM CO | $92,000 | +3.4% | 1,100 | 0.0% | 0.01% | 0.0% | |
| SBUX | Sell | STARBUCKS CORP | $89,000 | -18.3% | 1,528 | -17.8% | 0.01% | -17.6% |
| FI | FRANKS INTL N V | $87,000 | -21.6% | 10,500 | 0.0% | 0.01% | -22.2% | |
| CW | CURTISS WRIGHT CORP | $92,000 | +1.1% | 1,000 | 0.0% | 0.01% | -6.7% | |
| AZO | AUTOZONE INC | $86,000 | -20.4% | 150 | 0.0% | 0.01% | -23.5% | |
| POST | POST HLDGS INC | $86,000 | -11.3% | 1,103 | 0.0% | 0.01% | -18.8% | |
| WMT | Buy | WAL-MART STORES INC | $83,000 | +1085.7% | 1,100 | +1000.0% | 0.01% | +1200.0% |
| DD | DU PONT E I DE NEMOURS & CO | $81,000 | +1.2% | 1,000 | 0.0% | 0.01% | 0.0% | |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $85,000 | +165.6% | 1,600 | +166.7% | 0.01% | +160.0% |
| SCHR | SCHWAB STRATEGIC TRintrm trm tres | $84,000 | 0.0% | 1,564 | 0.0% | 0.01% | 0.0% | |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $75,000 | +4.2% | 1,508 | 0.0% | 0.01% | 0.0% | |
| GRMN | GARMIN LTD | $78,000 | 0.0% | 1,527 | 0.0% | 0.01% | 0.0% | |
| TXN | Buy | TEXAS INSTRS INC | $74,000 | +469.2% | 962 | +493.8% | 0.01% | +500.0% |
| ITW | ILLINOIS TOOL WKS INC | $77,000 | +8.5% | 538 | 0.0% | 0.01% | +9.1% | |
| SHY | ISHARES TR1-3 yr tr bd etf | $73,000 | 0.0% | 868 | 0.0% | 0.01% | -8.3% | |
| IYH | New | ISHARES TRus hlthcare etf | $67,000 | – | 400 | +100.0% | 0.01% | – |
| TDTF | FLEXSHARES TRiboxx 5yr trgt | $72,000 | -1.4% | 2,892 | 0.0% | 0.01% | -8.3% | |
| MON | Sell | MONSANTO CO NEW | $72,000 | -14.3% | 608 | -17.9% | 0.01% | -15.4% |
| AEE | AMEREN CORP | $66,000 | 0.0% | 1,200 | 0.0% | 0.01% | -9.1% | |
| FLS | FLOWSERVE CORP | $66,000 | -4.3% | 1,425 | 0.0% | 0.01% | -9.1% | |
| PSX | PHILLIPS 66 | $63,000 | +5.0% | 763 | 0.0% | 0.01% | 0.0% | |
| T | Sell | AT&T INC | $59,000 | -14.5% | 1,574 | -5.5% | 0.01% | -18.2% |
| WR | WESTAR ENERGY INC | $56,000 | -1.8% | 1,050 | 0.0% | 0.01% | 0.0% | |
| PTLA | Sell | PORTOLA PHARMACEUTICALS INC | $56,000 | -5.1% | 1,000 | -33.3% | 0.01% | 0.0% |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $48,000 | – | 150 | +100.0% | 0.01% | – |
| MPC | New | MARATHON PETE CORP | $52,000 | – | 1,000 | +100.0% | 0.01% | – |
| AMT | AMERICAN TOWER CORP NEW | $53,000 | +8.2% | 400 | 0.0% | 0.01% | 0.0% | |
| HTLF | Buy | HEARTLAND FINL USA INC | $52,000 | +4.0% | 1,100 | +10.0% | 0.01% | 0.0% |
| CXO | CONCHO RES INC | $49,000 | -3.9% | 400 | 0.0% | 0.01% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $51,000 | +8.5% | 1,000 | 0.0% | 0.01% | 0.0% | |
| APD | New | AIR PRODS & CHEMS INC | $43,000 | – | 300 | +100.0% | 0.01% | – |
| LLY | LILLY ELI & CO | $43,000 | -2.3% | 518 | 0.0% | 0.01% | 0.0% | |
| EGOV | NIC INC | $47,000 | -7.8% | 2,500 | 0.0% | 0.01% | -12.5% | |
| TRGP | TARGA RES CORP | $42,000 | -25.0% | 930 | 0.0% | 0.01% | -22.2% | |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $45,000 | 0.0% | 922 | 0.0% | 0.01% | 0.0% | |
| CAG | CONAGRA BRANDS INC | $36,000 | -10.0% | 1,000 | 0.0% | 0.01% | 0.0% | |
| DST | Buy | DST SYS INC DEL | $37,000 | 0.0% | 600 | +100.0% | 0.01% | 0.0% |
| V | VISA INC | $40,000 | +5.3% | 428 | 0.0% | 0.01% | 0.0% | |
| YUM | YUM BRANDS INC | $41,000 | +17.1% | 550 | 0.0% | 0.01% | 0.0% | |
| OGE | Buy | OGE ENERGY CORP | $39,000 | +56.0% | 1,120 | +55.6% | 0.01% | +50.0% |
| MGPI | MGP INGREDIENTS INC NEW | $38,000 | -7.3% | 750 | 0.0% | 0.01% | -14.3% | |
| EW | EDWARDS LIFESCIENCES CORP | $36,000 | +24.1% | 304 | 0.0% | 0.01% | +20.0% | |
| NP | NEENAH PAPER INC | $40,000 | +8.1% | 500 | 0.0% | 0.01% | 0.0% | |
| EPM | EVOLUTION PETROLEUM CORP | $41,000 | +2.5% | 5,000 | 0.0% | 0.01% | 0.0% | |
| DXCM | Sell | DEXCOM INC | $37,000 | -71.3% | 500 | -67.1% | 0.01% | -71.4% |
| CB | CHUBB LIMITED | $30,000 | +7.1% | 209 | 0.0% | 0.01% | +25.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $29,000 | +3.6% | 500 | 0.0% | 0.01% | +25.0% | |
| VIG | New | VANGUARD SPECIALIZED PORTFOLdiv app etf | $32,000 | – | 350 | +100.0% | 0.01% | – |
| AXP | AMERICAN EXPRESS CO | $34,000 | +6.2% | 400 | 0.0% | 0.01% | 0.0% | |
| MLPI | New | UBS AG JERSEY BRHalerian infrst | $32,000 | – | 1,200 | +100.0% | 0.01% | – |
| K | KELLOGG CO | $31,000 | -6.1% | 450 | 0.0% | 0.01% | 0.0% | |
| WEC | WEC ENERGY GROUP INC | $33,000 | +3.1% | 531 | 0.0% | 0.01% | 0.0% | |
| IJR | New | ISHARES TRcore s&p scp etf | $35,000 | – | 500 | +100.0% | 0.01% | – |
| SDY | SPDR SERIES TRUSTs&p divid etf | $29,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% | |
| SWKS | SKYWORKS SOLUTIONS INC | $34,000 | 0.0% | 351 | 0.0% | 0.01% | 0.0% | |
| CRM | Buy | SALESFORCE COM INC | $34,000 | +17.2% | 388 | +11.5% | 0.01% | 0.0% |
| SPG | SIMON PPTY GROUP INC NEW | $25,000 | -7.4% | 155 | 0.0% | 0.00% | 0.0% | |
| MDRX | ALLSCRIPTS HEALTHCARE SOLUTN | $25,000 | +4.2% | 1,925 | 0.0% | 0.00% | 0.0% | |
| LEG | LEGGETT & PLATT INC | $28,000 | +3.7% | 530 | 0.0% | 0.00% | 0.0% | |
| UNH | UNITEDHEALTH GROUP INC | $23,000 | +9.5% | 125 | 0.0% | 0.00% | +33.3% | |
| EEFT | EURONET WORLDWIDE INC | $26,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| ES | EVERSOURCE ENERGY | $16,000 | +6.7% | 262 | 0.0% | 0.00% | +50.0% | |
| MDLZ | MONDELEZ INTL INCcl a | $21,000 | 0.0% | 484 | 0.0% | 0.00% | 0.0% | |
| ADM | ARCHER DANIELS MIDLAND CO | $17,000 | -10.5% | 410 | 0.0% | 0.00% | 0.0% | |
| APC | ANADARKO PETE CORP | $16,000 | -27.3% | 356 | 0.0% | 0.00% | -25.0% | |
| BIVV | BIOVERATIV INC | $21,000 | +10.5% | 350 | 0.0% | 0.00% | 0.0% | |
| MRO | New | MARATHON OIL CORP | $19,000 | – | 1,600 | +100.0% | 0.00% | – |
| YUMC | YUM CHINA HLDGS INC | $22,000 | +46.7% | 550 | 0.0% | 0.00% | +50.0% | |
| ADBE | ADOBE SYS INC | $21,000 | +5.0% | 150 | 0.0% | 0.00% | 0.0% | |
| PFG | PRINCIPAL FINL GROUP INC | $19,000 | 0.0% | 302 | 0.0% | 0.00% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $22,000 | -4.3% | 100 | 0.0% | 0.00% | -25.0% | |
| S | SPRINT CORP | $21,000 | -4.5% | 2,586 | 0.0% | 0.00% | -25.0% | |
| CNP | CENTERPOINT ENERGY INC | $20,000 | 0.0% | 720 | 0.0% | 0.00% | 0.0% | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $20,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO | $19,000 | -5.0% | 400 | 0.0% | 0.00% | 0.0% | |
| LMNX | LUMINEX CORP DEL | $21,000 | +16.7% | 1,000 | 0.0% | 0.00% | 0.0% | |
| KRE | New | SPDR SERIES TRUSTs&p regl bkg | $19,000 | – | 350 | +100.0% | 0.00% | – |
| VLO | VALERO ENERGY CORP NEW | $17,000 | 0.0% | 250 | 0.0% | 0.00% | 0.0% | |
| AXON | New | AXON ENTERPRISE INC | $18,000 | – | 700 | +100.0% | 0.00% | – |
| ORLY | O REILLY AUTOMOTIVE INC NEW | $22,000 | -18.5% | 100 | 0.0% | 0.00% | -25.0% | |
| EWW | ISHARESmsci mex cap etf | $16,000 | +6.7% | 300 | 0.0% | 0.00% | +50.0% | |
| GTY | GETTY RLTY CORP NEW | $22,000 | 0.0% | 879 | 0.0% | 0.00% | -25.0% | |
| WM | WASTE MGMT INC DEL | $22,000 | 0.0% | 300 | 0.0% | 0.00% | -25.0% | |
| DUK | Buy | DUKE ENERGY CORP NEW | $21,000 | +23.5% | 252 | +24.8% | 0.00% | 0.0% |
| TSO | Sell | TESORO CORP | $21,000 | -96.6% | 225 | -97.0% | 0.00% | -97.0% |
| DEI | DOUGLAS EMMETT INC | $19,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| NKE | NIKE INCcl b | $13,000 | +8.3% | 212 | 0.0% | 0.00% | 0.0% | |
| HTH | HILLTOP HOLDINGS INC | $10,000 | -9.1% | 400 | 0.0% | 0.00% | 0.0% | |
| EWC | ISHARESmsci cda etf | $13,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| LLL | New | L3 TECHNOLOGIES INC | $13,000 | – | 75 | +100.0% | 0.00% | – |
| LW | LAMB WESTON HLDGS INC | $15,000 | +7.1% | 333 | 0.0% | 0.00% | 0.0% | |
| LOW | LOWES COS INC | $14,000 | -6.7% | 187 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHERN CORP | $12,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% | |
| NTRS | New | NORTHERN TR CORP | $10,000 | – | 100 | +100.0% | 0.00% | – |
| CLX | CLOROX CO DEL | $11,000 | 0.0% | 81 | 0.0% | 0.00% | 0.0% | |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $10,000 | – | 400 | +100.0% | 0.00% | – |
| TSLA | TESLA INC | $14,000 | +27.3% | 40 | 0.0% | 0.00% | 0.0% | |
| ARCC | ARES CAP CORP | $11,000 | 0.0% | 643 | 0.0% | 0.00% | 0.0% | |
| VAR | VARIAN MED SYS INC | $10,000 | +11.1% | 100 | 0.0% | 0.00% | +100.0% | |
| AERI | New | AERIE PHARMACEUTICALS INC | $11,000 | – | 200 | +100.0% | 0.00% | – |
| JCI | New | JOHNSON CTLS INTL PLC | $14,000 | – | 312 | +100.0% | 0.00% | – |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $15,000 | 0.0% | 1,057 | 0.0% | 0.00% | 0.0% | |
| AVGO | New | BROADCOM LTD | $6,000 | – | 25 | +100.0% | 0.00% | – |
| KEY | New | KEYCORP NEW | $6,000 | – | 300 | +100.0% | 0.00% | – |
| TEP | TALLGRASS ENERGY PARTNERS LP | $5,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TGT | Buy | TARGET CORP | $8,000 | +33.3% | 150 | +50.0% | 0.00% | 0.0% |
| VSM | New | VERSUM MATLS INC | $5,000 | – | 150 | +100.0% | 0.00% | – |
| EPR | New | EPR PPTYS | $7,000 | – | 100 | +100.0% | 0.00% | – |
| CLVS | CLOVIS ONCOLOGY INC | $9,000 | +50.0% | 100 | 0.0% | 0.00% | 0.0% | |
| TWTR | TWITTER INC | $9,000 | +12.5% | 504 | 0.0% | 0.00% | 0.0% | |
| IP | INTL PAPER CO | $4,000 | +33.3% | 62 | 0.0% | 0.00% | – | |
| PFLT | PENNANTPARK FLOATING RATE CA | $9,000 | 0.0% | 640 | 0.0% | 0.00% | 0.0% | |
| ADSK | AUTODESK INC | $4,000 | +33.3% | 38 | 0.0% | 0.00% | – | |
| NAUH | NATIONAL AMERN UNIV HLDGS IN | $5,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% | |
| ETP | New | ENERGY TRANSFER PARTNERS LPunit ltd prt int | $4,000 | – | 174 | +100.0% | 0.00% | – |
| EXC | EXELON CORP | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| SBSI | Sell | SOUTHSIDE BANCSHARES INC | $7,000 | -36.4% | 205 | -40.1% | 0.00% | -50.0% |
| HAS | New | HASBRO INC | $4,000 | – | 35 | +100.0% | 0.00% | – |
| HSC | HARSCO CORP | $8,000 | +33.3% | 500 | 0.0% | 0.00% | 0.0% | |
| DLR | New | DIGITAL RLTY TR INC | $5,000 | – | 40 | +100.0% | 0.00% | – |
| RP | New | REALPAGE INC | $5,000 | – | 150 | +100.0% | 0.00% | – |
| FBIZ | FIRST BUS FINL SVCS INC WIS | $5,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| GXP | Sell | GREAT PLAINS ENERGY INC | $7,000 | -90.4% | 250 | -90.0% | 0.00% | -91.7% |
| MMC | MARSH & MCLENNAN COS INC | $6,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% | |
| SYK | STRYKER CORP | $4,000 | +33.3% | 26 | 0.0% | 0.00% | – | |
| CC | CHEMOURS CO | $8,000 | 0.0% | 207 | 0.0% | 0.00% | 0.0% | |
| ATTO | New | ATENTO S A | $4,000 | – | 325 | +100.0% | 0.00% | – |
| TSM | TAIWAN SEMICONDUCTOR MFG LTDsponsored adr | $7,000 | +16.7% | 186 | 0.0% | 0.00% | 0.0% | |
| ESRX | Sell | EXPRESS SCRIPTS HLDG CO | $9,000 | -87.3% | 136 | -87.4% | 0.00% | -90.9% |
| LXU | LSB INDS INC | $7,000 | +16.7% | 650 | 0.0% | 0.00% | 0.0% | |
| KHC | Buy | KRAFT HEINZ CO | $7,000 | +133.3% | 84 | +147.1% | 0.00% | – |
| RM | REGIONAL MGMT CORP | $5,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% | |
| NVS | New | NOVARTIS A Gsponsored adr | $6,000 | – | 75 | +100.0% | 0.00% | – |
| QADA | New | QAD INCcl a | $3,000 | – | 100 | +100.0% | 0.00% | – |
| OPHT | OPHTHOTECH CORP | $2,000 | -33.3% | 750 | 0.0% | 0.00% | – | |
| DHR | DANAHER CORP DEL | $2,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| DDD | 3-D SYS CORP DEL | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| NDP | New | TORTOISE ENERGY INDEPENDENC | $3,000 | – | 200 | +100.0% | 0.00% | – |
| TM | TOYOTA MOTOR CORP | $3,000 | -25.0% | 33 | 0.0% | 0.00% | -100.0% | |
| TRIB | TRINITY BIOTECH PLCspon adr new | $1,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| DVMT | New | DELL TECHNOLOGIES INC | $2,000 | – | 27 | +100.0% | 0.00% | – |
| DIN | DINEEQUITY INC | $0 | -100.0% | 10 | 0.0% | 0.00% | – | |
| MNKD | MANNKIND CORP | $1,000 | 0.0% | 800 | 0.0% | 0.00% | – | |
| APEI | AMERICAN PUBLIC EDUCATION IN | $2,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| EL | LAUDER ESTEE COS INCcl a | $2,000 | 0.0% | 18 | 0.0% | 0.00% | – | |
| AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $2,000 | – | 97 | +100.0% | 0.00% | – |
| KSU | KANSAS CITY SOUTHERN | $3,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| KALU | KAISER ALUMINUM CORP | $3,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| TRSK | JANUS DETROIT STR TRvelocity tail ri | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – | |
| ITCI | INTRA CELLULAR THERAPIES INC | $2,000 | -33.3% | 200 | 0.0% | 0.00% | – | |
| WPG | WASHINGTON PRIME GROUP NEW | $1,000 | 0.0% | 77 | 0.0% | 0.00% | – | |
| INAP | INTERNAP CORP | $0 | – | 1 | 0.0% | 0.00% | – | |
| ASIX | Sell | ADVANSIX INC | $0 | -100.0% | 2 | -97.8% | 0.00% | – |
| YRCW | YRC WORLDWIDE INC | $0 | – | 3 | 0.0% | 0.00% | – | |
| ADNT | ADIENT PLC | $1,000 | 0.0% | 20 | 0.0% | 0.00% | – | |
| PIPR | Exit | PIPER JAFFRAY COS | $0 | – | -9 | -100.0% | 0.00% | – |
| PNR | New | PENTAIR PLC | $3,000 | – | 50 | +100.0% | 0.00% | – |
| GPRO | GOPRO INCcl a | $2,000 | -33.3% | 300 | 0.0% | 0.00% | – | |
| URA | GLOBAL X FDSglobal x uranium | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – | |
| FTV | FORTIVE CORP | $1,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| FEYE | FIREEYE INC | $2,000 | 0.0% | 132 | 0.0% | 0.00% | – | |
| SNAP | Exit | SNAP INC | $0 | – | -57 | -100.0% | 0.00% | – |
| RDSB | New | ROYAL DUTCH SHELL PLCspon adr b | $3,000 | – | 50 | +100.0% | 0.00% | – |
| SJM | SMUCKER J M CO | $2,000 | 0.0% | 13 | 0.0% | 0.00% | – | |
| LUMN | CENTURYLINK INC | $3,000 | 0.0% | 118 | 0.0% | 0.00% | – | |
| PUK | Exit | PRUDENTIAL PLC | $0 | – | -127 | -100.0% | -0.00% | – |
| SXL | Exit | SUNOCO LOGISTICS PRTNRS | $0 | – | -174 | -100.0% | -0.00% | – |
| JCI | Exit | JOHNSON CTLS INTL PLC | $0 | – | -208 | -100.0% | -0.00% | – |
| TASR | Exit | TASER INTL INC | $0 | – | -700 | -100.0% | -0.00% | – |
| FXG | Exit | FIRST TR EXCHANGE TRADED | $0 | – | -450 | -100.0% | -0.00% | – |
| EQIX | Exit | EQUINIX INC | $0 | – | -52 | -100.0% | -0.00% | – |
| FXN | Exit | FIRST TR EXCHANGE TRADED | $0 | – | -1,495 | -100.0% | -0.00% | – |
| SCHA | Exit | SCHWAB STRATEGIC TR | $0 | – | -455 | -100.0% | -0.01% | – |
| IEMG | Exit | ISHARES INC | $0 | – | -939 | -100.0% | -0.01% | – |
| VV | Exit | VANGUARD INDEX FDS | $0 | – | -412 | -100.0% | -0.01% | – |
| SAVE | Exit | SPIRIT AIRLS INC | $0 | – | -1,607 | -100.0% | -0.01% | – |
| CORR | Exit | CORENERGY INFRASTRUCTURE | $0 | – | -3,000 | -100.0% | -0.02% | – |
| NTC | Exit | NUVEEN CONNECTICUT QLTY | $0 | – | -8,929 | -100.0% | -0.02% | – |
| VEA | Exit | VANGUARD TAX MANAGED INT | $0 | – | -3,333 | -100.0% | -0.02% | – |
| IWD | Exit | ISHARES TR | $0 | – | -3,357 | -100.0% | -0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| LOCKHEED MARTIN CORP | 42 | Q3 2023 | 4.3% |
| Cisco Systems | 42 | Q3 2023 | 5.1% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 4.3% |
| MASTERCARD INCORPORATED | 42 | Q3 2023 | 4.6% |
| AMERIPRISE FINL INC | 42 | Q3 2023 | 3.5% |
| INTEL CORP | 42 | Q3 2023 | 4.2% |
| GILEAD SCIENCES INC | 42 | Q3 2023 | 3.9% |
| FIFTH THIRD BANCORP | 42 | Q3 2023 | 3.3% |
| APPLE INC | 42 | Q3 2023 | 3.1% |
| BECTON DICKINSON & CO | 42 | Q3 2023 | 2.2% |
View ATWOOD & PALMER INC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-12 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-24 |
View ATWOOD & PALMER INC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.